Linch Financial

12/24/2025

A bit dramatic, but definitely something to think about if you leave your Traditional IRA to non-spouse beneficiaries.

In his view, they are good only for charitable gifts.

12/03/2025

Wow, this is a truly valuable gift for our youth. I am so proud of Michael and Susan Dell! Michael Dell has always been a favorite of mine, and DELL stock was one of the first big winners in my career. :-)

Michael and Susan Dell hope their funding will prompt families to save for their children’s future.

10/15/2024

Ted Cruz and Collin Allred debate on ABC tonight at 7 PM. Will either address our $35.7 trillion deficit?

US National Debt Clock : Real Time U.S. National Debt Clock

08/16/2024

I am humbly honored to be recognized as a 2024 Five Star Wealth Manager Awardee (11th consecutive year). At Linch Financial, we strive to be the best and adhere naturally to the Golden Rule Philosophy. This past year we set a record for referrals received and they are all wonderful people and our friends now. Our minimum new account size is now 500k but if any of my Facebook friends have financial questions please message me and I will be happy to help. See the profile and disclosures at https://app.essentialengine.com/spotlights/129080, or visit us at https://linchfinancial.com

06/16/2024

With a heart full of gratitude, we honored the remarkable life of my dear friend and client today. Her century-long journey on this earth left an indelible mark on everyone she met, and we are all elevated by the experience of having known her.

05/19/2024

Run for Elise last Saturday and Mavs game this Saturday were remarkable and reminds us to give and live.

03/15/2024

First ROKU open market insider buy since its IPO in 2017. Bought 8000 at $63.96. Largest streaming media subscriber in the USA.

02/22/2024

It was a pleasure seeing Governor Abbott and my State Representative Giovanni Capriglione this morning.

10/06/2023

It’s hard to imagine rates getting much better with the federal deficit at 33 trillion and counting. We see several great opportunities in certain stocks as well. Call if we can help.